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NAIFA-Wisconsin E-Newsletter
Friday, July 6, 2018   (0 Comments - view/add)
July President's Message »
Happy new year and thank you for being a part of NAIFA-Wisconsin! I’m so excited about the journey this year, and all o...
Friday, July 6, 2018   (0 Comments - view/add)
Will There Be a “Blue Wave” in November? »
No Clear Answer from Special Election Results Wisconsin held two closely watched special elections on June 12, whic...
Friday, July 6, 2018   (0 Comments - view/add)
New Right to Try Law »
On May 30, President Trump signed into law the “Right to Try” legislation. This new law gives terminally ill patients...
Friday, June 1, 2018   (0 Comments - view/add)
June President's Message »
This submission is bittersweet as my time as your NAIFA-Wisconsin State President comes to an end. Thank you all who have...
Friday, June 1, 2018   (0 Comments - view/add)
Consider M&A As a Growth Strategy »
In today’s marketplace, if you’re not growing, you’re going backwards. According to a new Ernst & Young report, a whop...
Friday, May 4, 2018   (0 Comments - view/add)
May President's Message »
That’s a wrap! The 2018 Sales Congress is in the books, and what a great event it was! We set some records: - 14 First...
Friday, May 4, 2018   (0 Comments - view/add)
OCI Proposes Allowing “Grandmothered” Health Plans to Continue Through 2019 »
The Wisconsin Office of the Commissioner of Insurance (OCI) is proposing to allow transitional health insurance plans, als...
Friday, May 4, 2018   (0 Comments - view/add)
Plan for Business Life After Death »
A sudden death or disability is a tragedy we hope never to face, but planning for those tragedies is a necessary part of l...
Friday, May 4, 2018   (0 Comments - view/add)
IFAPAC Honors Woody Syverson at Sales Conress »
Each year, Wisconsin's IFAPAC honors a member of our association who has given of their time and leadership talents for NA...
Friday, April 6, 2018   (0 Comments - view/add)
April President's Message »
Spring has sprung, and that means it’s time for Sales Congress! I hope you are all planning to join us April 26-27 at the...
Friday, April 6, 2018   (0 Comments - view/add)
Legislative Session Ends for 2018; Special Elections Added in Two Districts »
The state Senate and Assembly held the final days of session in March, meaning they are unlikely to be back until January...
Friday, April 6, 2018   (0 Comments - view/add)
One Family Business Heeds Advice »
A CNBC succession planning survey reports 78 percent of small business owners plan to sell their business to fund their re...
Friday, March 2, 2018   (0 Comments - view/add)
March President's Message »
March Madness means different things to each of us, but at NAIFA-Wisconsin, its Madness overload of events. Take a look!...
Friday, March 2, 2018   (0 Comments - view/add)
National Committeeman Update »
It doesn’t get any more NATIONAL than our upcoming Congressional Conference coming up May 22-23 in Washington, D.C. Not...
Friday, March 2, 2018   (0 Comments - view/add)
Make a Plan, Stan »
Paul Simon says, “There must be 50 ways to leave your lover.” There may not be quite that many ways to leave your business...
Friday, March 2, 2018   (0 Comments - view/add)
The Fate of Many Bills Will be Decided in the Final Days of the Legislative Session »
The Legislature will soon end its 2017-2018 session and head home for the start of the election campaign season. Assembly...
Friday, February 2, 2018   (0 Comments - view/add)
February President's Message »
February is coming at us like… You fill in the blank for yourself, but for me, it’s like…“WHOA, where did January go?!?...
Friday, February 2, 2018   (0 Comments - view/add)
Insurance and Financial Issues Among Those Still Pending in Final Weeks of Legislative Session »
The Wisconsin Legislature is in the final weeks of its legislative session. After it adjourns in February or March, it wil...
Friday, February 2, 2018   (0 Comments - view/add)
Is it Time to Have “The Conversation?” »
My kids are very young, so we haven’t had “the talk” yet. But I do meet with a lot of business owners and have “the...
Friday, January 5, 2018   (0 Comments - view/add)
January President's Message »
Happy 2018! I hope you’re ready for a year full of growth and prosperity. Let me assist you in both. While most of my arti...
Friday, January 5, 2018   (0 Comments - view/add)
Assembly Committee Studying Major State Tax Changes »
A proposal for a major restructuring of Wisconsin’s tax structure is being developed by the state Assembly Ways and Means...
Friday, January 5, 2018   (0 Comments - view/add)
2017 Health Plan Developments in Review »
The year of 2017 began to unfold with optimism for legislative changes to the Affordable Care Act. After a prolonged legis...
Friday, December 1, 2017   (0 Comments - view/add)
December President's Message »
Are we really flipping the calendar over to the last page of the year? I can’t believe, just like every year, how fast it...
Friday, December 1, 2017   (0 Comments - view/add)
Savings Plan for Long Term Care Unlikely to be Effective »
Wisconsin Considers New Plan as Nebraska Scraps its Own A bill has been introduced in Wisconsin to create a savings p...
Friday, December 1, 2017   (0 Comments - view/add)
Peak Performance Brain Training »
The best athletes visualize success. Great leaders believe they will win. The last game before Aaron Rodgers broke his col...
Friday, November 3, 2017   (0 Comments - view/add)
Financial Literacy Bill Passes Senate, Headed to Gov. »
Congratulations, NAIFA-Wisconsin!  NAIFA put a high priority on passing a bipartisan proposal that will require s...
Friday, November 3, 2017   (0 Comments - view/add)
November President's Message »
Thankful: conscious of benefit received. Thankful: expressive of thanks. Thankful: well pleased. These are the top three d...
Friday, November 3, 2017   (0 Comments - view/add)
What’s Your Batting Average? »
NAIFA-Wisconsin hit one out of the park this week! Tuesday was the day that the State Senate PASSED the financial...
Friday, October 6, 2017   (0 Comments - view/add)
October President's Message »
The outside temperatures may not reflect the dates on the calendar, but fall is in full swing and so is our NAIFA-Wisconsi...
Friday, October 6, 2017   (0 Comments - view/add)
State Budget Requires Review of the Need for Occupational Licenses »
Wisconsin’s overdue state budget was finally passed and signed into law in September. One of its provisions requires a stu...
Friday, October 6, 2017   (0 Comments - view/add)
APIC/DGP Chair Update »
NAIFA-Wisconsin members have had a busy summer golfing with Democrats and Republicans. Spending a full day with legislator...
Friday, September 1, 2017   (0 Comments - view/add)
September President's Message »
It’s that time of year again! Back to school, football, cool nights, harvest, the list goes on and on with the start of fa...
Friday, September 1, 2017   (0 Comments - view/add)
APIC/DGP Chair Update »
Congratulations to NAIFA-Wisconsin! Our IFAPAC is the first state to win $500 from NAIFA-National! In early August, NAIFA...
Friday, August 4, 2017   (0 Comments - view/add)
NAIFA-Wisconsin Membership Task Force »
NAIFA-Wisconsin is excited to launch our new Membership Task Force in 2018.  It is imperative that we build our membe...
Friday, August 4, 2017   (0 Comments - view/add)
August President's Message »
Happy August! I think I say it every year, but summer has come and is almost gone again and it seems faster than the year...

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National Association of Insurance and Financial Advisors-Wisconsin

Regional Office
600 State Street, Suite A
Cedar Falls, IA 50613